Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 579 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
568
shares
|
$52,909
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
557
shares
|
$51,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
532
shares
|
$49,555
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
510
shares
|
$47,506
0.0% of portfolio
|
Q1 2025
Reduced 80.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
445
shares
|
$41,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
429
shares
|
$39,961
0.01% of portfolio
|
Q1 2025
Added 145.14%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
420
shares
|
$39,123
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
381
shares
|
$35,490
0.01% of portfolio
|
Q4 2022
Reduced 26.02%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
368
shares
|
$34,279
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
350
shares
|
$32,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
338
shares
|
$31,484
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
320
shares
|
$29,808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
320
shares
|
$29,808
0.01% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
313
shares
|
$29,155
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
301
shares
|
$28,038
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
296
shares
|
$27,572
0.0% of portfolio
|
Q2 2025
Added 492.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
279
shares
|
$25,988
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
275
shares
|
$25,616
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
275
shares
|
$25,616
0.0% of portfolio
|
Q2 2025
Reduced 74.93%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
274
shares
|
$25,523
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
255
shares
|
$23,753
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
246
shares
|
$22,914
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
200
shares
|
$18,630
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
200
shares
|
$18,630
0.02% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
200
shares
|
$18,630
0.0% of portfolio
|
Q3 2023
New holding
|